Chris has been advising and managing client portfolios for almost two decades. He leads one of the largest discretionary portfolio management teams at TD Wealth Private Investment Advice. His team works closely with TD Bank Group and some of the best independent wealth management partners in Canada. Located in the flagship office of TD Wealth Private Investment Advice in downtown Toronto, Chris holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Trust and Estate Practitioner (TEP) and Certified International Wealth Manager (CIWM) designations.
His team is in a position to coordinate every financial, and financially related, aspect of their clients’ lives by bringing expertise in executorship, planning, creating, managing and accounting for individuals, trusts, estates, private and public corporations. Within TD Bank Group, Chris is recognized as a leader for understanding client lifestyle issues, management of investment portfolios and succession planning.